Miller v. Stubbs

90 A. 1132, 244 Pa. 482, 1914 Pa. LEXIS 794
CourtSupreme Court of Pennsylvania
DecidedMarch 23, 1914
DocketAppeal, No. 337
StatusPublished
Cited by8 cases

This text of 90 A. 1132 (Miller v. Stubbs) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Miller v. Stubbs, 90 A. 1132, 244 Pa. 482, 1914 Pa. LEXIS 794 (Pa. 1914).

Opinion

Opinion by

Mr. Justice Brown,

J. M. Cresson Dickey died October 29, 1908, and. the question brought up to us on this appeal .is whether his widow took his residuary estate absolutely, free from any trusts, under the following clause in his will: “All the residue of my Estate, real and personal of which I shall die seized and possessed, I bequeath absolutely to my beloved wife, Annie Arnot Dickey, desiring that she [484]*484shall use such portion of my estate as may seem best to her in the education and support of my beloved son, Robert Graham Dickey, and of my beloved daughter, Edith Scott Dickey, and in case of her remarriage pay Ten Thousand ($10,000) Dollars to each of them then living.” On October 10, 1912, the widow married William D. Miller. On July 13, 1913, she entered into an agreement with 0. Walter Stubbs, the appellant, to sell him a certain lot or piece of ground which formed a part of the testator’s residuary estate. Stubbs subsequently refused to take title from her, on the ground that a fee simple to the lot had not passed to her under her husband’s will, his contention being that the entire estate given her was impressed with a trust in favor of Robert Graham Dickey and Edith Scott Dickey, adopted children of her husband. Prom the judgment of the court below, that the appellee took an absolute estate under her husband’s will, free from any charge or trust, we have this appeal by her vendee.

Under the words “all the residue of my estate, real and personal of which I shall die seized and possessed. I bequeath absolutely to my beloved wife, Annie Arnot Dickey,” the appellee was given the residue of the testator’s personal estate absolutely, and there passed to her a fee simple in his real estate. What was thus absolutely given to her is not to be cut down by the words which immediately follow, unless they unequivocally show an intention of the testator to reduce the estate given in the first instance. A clearly-expressed purpose! of a testator is not to be overborne by -modifying directions that are ambiguous and equivocal: Sheetz’s App., 82 Pa. 213; Coles v. Ayres, 156 Pa. 197; Post Printing & Pub. Co. v. Insurance Company, 189 Pa. 300; Devine’s Est., 199 Pa. 250. “The rule is well expressed by Strong, J., in Sheets’s Est., 52 Pa. 257, thus: ‘If a testator give an estate of inheritance......and in subsequent passages unequivocally shows that he means the devisee to take a lesser interest only, the prior gift is restricted ac[485]*485cordingly.’ As it must unequivocally appear that the testator meant to limit the estate, it has been uniformly held that no merely precatory words will be sufficient”: Good v. Fichthorn, 144 Pa. 287. Such are the words used by the testator in the clause immediately following the absolute gift to his wife. If, however, he meant them to be mandatory, imposing on her an obligation to carry out his expressed wish, his intention must be given effect and the contention of the appellant must prevail.

The rule laid down in Pennock’s Est., 20 Pa. 268, and since uniformly followed, is: “Words, in a will expressive of desire, recommendation, and confidence are not words of technical, but of common parlance, and are not, prima facie, sufficient to convert a devise or bequest into a trust; and the old Roman and English rule on this subject is not part of the common law of Pennsylvania. Such words may amount to a declaration of trust, when it appears from other parts of the will that the testator intended not to commit the estate to the devisee or legatee, or the ultimate disposal of it to his kindness, justice, or discretion.” While expressions of a desire or wish of a testator as to a specific disposition of his property, standing by themselves alone, may establish a valid bequest or devise, this is not the rule when such expressions are used after the testator has made an absolute disposition of his property. After an absolute bequest or devise has been made, no precatory words of the testator to his legatee or devisee can defeat the estate previously granted: Hopkins v. Glunt, 111 Pa. 287. In Burt v. Herron, 66 Pa. 400, we said, through Mr. Justice Sharswood : “It is undoubtedly true that where a testator makes an absolute devise or bequest, mere precatory words of desire or recommendation annexed will not in general convert the devisee or legatee into a trustee, unless indeed it appear affirmatively that they were intended to be imperative. The authorities, which are somewhat discordant, were fully examined in Pennock’s Est., 8 Harris 268, and the rule of construction settled [486]*486upon wbat seems to be the most reasonable foundation. But tbe industry and learning of tbe able counsel for tbe defendants in error bave not succeeded in finding any case where words expressive of desire, request or recommendation as to tbe direct disposition of tbe estate bave not been held to be sufficient. Should a testator say merely, ‘I desire A. B. to bave a thousand dollars,’ it would be as effectual a legacy as if be was expressly to direct or will it, or were to add, ‘out of my estate,’ or that it should be paid by bis executor. Tbe reason is obvious. A will, in its very nature, is tbe disposition which tbe testator desires to bave made of bis estate after bis death. All tbe expressions in it indicative of bis wish or will are commands. It is different when, having made a dispotion, be expresses a desire that tbe legatee or devisee should make a certain use of bis bounty. It would bave been so bad a legacy been left to Herron Brothers, with a desire expressed that they should pay their debts. It would not bave constituted them trustees of tbe fund as to their creditors.” In tbe present case tbe testator, after having made a disposition of bis estate absolutely, merely expressed a desire that bis residuary legatee’ should make a certain use of bis bounty. He did not dispose of bis estate in tbe first instance by expressing a wish or desire as to wbat should be done with it. If be bad so disposed of it, the expression of bis wish or desire would bave to be regarded as an expression of bis intention, to be carried out with tbe same effect as if bis words bad been mandatory. Tbe estate was first given to tbe wife absolutely, and only after it was so given to her was there an expression of desire that she should do certain things with it. Having given bis estate absolutely to her, bis expressed desire no longer bound it as a mandatory direction to be carried out by her. His expressed desire reached only her, to be followed or not, as she might determine. As to this tbe learned judge below aptly said: “In plain unequivocal language be bequeathed tbe estate to bis wife ‘absolutely’ and be does. [487]*487this, ‘desiring/ not commanding or directing, that she apply a part of it to the advantage of the two children. This is not a case, of which there are many examples, in which a testator makes a primary disposition of property by using such words as desire or wish, so that they constitute his direction, acting immediately on the properly. Here there is a giving to the defendant absolutely, followed by an expressed desire, which does not reach the property — he has disposed of it — but reaches her, and may or may not move her. Of that he took the chance, and was content to do so.”

Nothing is to be found in any other portion of the will indicating any intention on the part of the testator to use the word “desire” in the sense of commanding or directing. On the contrary, when the residuary clause of the will is read in connection with the clause immediately preceding it, a.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re: Estate of: Haugh, K., dec.
Superior Court of Pennsylvania, 2024
Ricketts v. Alliance Life Ins. Co.
135 S.W.2d 725 (Court of Appeals of Texas, 1939)
Tuttle's Estate
200 A. 921 (Superior Court of Pennsylvania, 1938)
Brubaker v. Lauver
185 A. 848 (Supreme Court of Pennsylvania, 1936)
Lindsay's Estate
168 A. 848 (Supreme Court of Pennsylvania, 1933)
Kidd's Estate
141 A. 644 (Supreme Court of Pennsylvania, 1928)
Herskovitz's Estate No. 1.
81 Pa. Super. 379 (Superior Court of Pennsylvania, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
90 A. 1132, 244 Pa. 482, 1914 Pa. LEXIS 794, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-stubbs-pa-1914.